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Financial Planning
Finding certified financial advisors near you is easy at Legacy Capital. Each of the advisors with Legacy Capital holds the CERTIFIED FINANCIAL PLANNER™ Designation. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP professional, you get a financial planner partner near you committed to working in your best interest and the confidence that comes with building a comprehensive plan
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CFP® Professionals are held to strict ethical standards. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
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Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.
Financial Planning
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Retirement Planning
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Business & Succession Planning
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Asset Management
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Tax Efficient Strategies
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Estate Planning
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College Savings
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Insurance & Risk Management